'Choose sustainable funds with a clear policy' - Keith Balmer

Speaking

clock • 2 min read

BMO Global Asset Management director of multi-asset solutions Keith Balmer has said that, when choosing an sustainable fund, advisers should look for ones with a clear policy that outperform the benchmark.

Speaking at Professional Adviser's ESG Masterclass event on 28 October, he said the key attributes of a sustainable fund are performance, consistency and transparency.  "You should have demonstrable proof that that fund has the ability to outperform its benchmark, beat its peer group or achieve its investment target," he said. "Consistency wise, funds should be aligned to a clearly defined sustainable outcome, which means there should be the same exclusions and reasons for inclusion across the entire portfolio. "Fund managers should have a very clear and available sustainable inves...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Watch Professional Adviser's Working Lunch with Schroders - Beyond the Pulse: Essential insights for financial advisers in 2025

Catch up on the discussion

Professional Adviser
clock 10 July 2025 • 1 min read
Investors 'do not understand' implications of private markets investing

Investors 'do not understand' implications of private markets investing

House of Lords Financial Services Regulation Committee looked at the issues

Linus Uhlig
clock 09 July 2025 • 1 min read
NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

Making technology work better

Katrina Lloyd
clock 03 July 2025 • 9 min read